Course Name: QPB: Planning and Budgeting in QPB

Course Type: Quantum

Course Description:

Quantum Planning and Budgeting (QPB) is used to develop the 'All Funds' Budget for an organization as a basis for developing the annual metrics and targets reported on throughout the year. This course is designed for those users who have been designated by their Dean’s/VP’s office as assisting in UMB's yearly Planning and Budgeting activities.

In this course, you'll learn how to set up your system defaults (user preferences). You'll also learn to review and update the various planning forms used to collect data for building the annual 'All Funds' Budget for your department, School and ultimately the Campus.

It is strongly recommended that you have working knowledge of Quantum Chart of Accounts before attending this course. This link to a 17-minute recording of a Chart of Accounts Overview may be helpful. The password is 8Bp62AJQ.

How Do I Join Class? The evening before your class date, you will be emailed a Webex link to use when joining your class session.

Other Prerequisite: Chart of Accounts

Audience: Budgeting Personnel Schools and Admin Units